SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1M
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$476K
3
+$464K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$343K
5
V icon
Visa
V
+$314K

Top Sells

1
+$224M
2
+$70.8M
3
+$45.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.03M

Sector Composition

1 Technology 18.79%
2 Healthcare 17.74%
3 Communication Services 14.45%
4 Financials 14.17%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K 0.03%
+23
152
$2K 0.02%
+14
153
$2K 0.02%
+3
154
$2K 0.02%
+47
155
$2K 0.02%
+9
156
$2K 0.02%
6
-73
157
$2K 0.02%
+69
158
$2K 0.02%
10
-296
159
$2K 0.02%
+23
160
$2K 0.02%
+35
161
$2K 0.02%
+27
162
$2K 0.02%
+13
163
$2K 0.02%
+19
164
$2K 0.02%
+81
165
$2K 0.02%
+72
166
$2K 0.02%
+132
167
$2K 0.02%
+85
168
$2K 0.02%
+60
169
$2K 0.02%
+12
170
$2K 0.02%
+130
171
$2K 0.02%
+21
172
$2K 0.02%
+18
173
$2K 0.02%
+13
174
$2K 0.02%
+10
175
$2K 0.02%
+47
5 6
7
8 9